FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B sales methodologies, particularly in the investment and financial services sectors, with a strong focus on relationship-building and consultative selling. Proficient in managing client relationships and driving business growth through effective communication and strategic insights.
Highest-signal resume keywords
B2B Sales ExperienceConsultative SellingInvestment Industry KnowledgeRelationship-Building SkillsFluent in German (C2 or Native)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementClient OnboardingNegotiation SkillsDocumentation SkillsUnderstanding of API-Based Products
Soft Skills
Communication SkillsLeadership SkillsProactive OwnershipTrust BuildingStakeholder Management
Tools & Technologies
Software-as-a-Service (SaaS)Infrastructure-as-a-Service (IaaS)Banking-as-a-Service (BaaS)
Industry Keywords
InvestmentsBankingWealth ManagementFinancial InstitutionsSecurities Trading
About the role
Key responsibilities & impact- Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
- Drive business growth through a consultative approach to understanding client needs
- Develop compelling sales materials communicating Upvest’s value proposition
- Build and maintain client and industry relationships through regular client calls and networking events
- Contribute to sales enablement and process improvement by sharing client insights and driving best practices
- Enable seamless client onboarding through effective communication with the implementations team
- Work directly with the Director Business Development DACH to drive Financial Institutions sales
- Win and delight clients and collaborate with growth and launch teams
- Help large financial institutions digitise their investing propositions
- Own sizeable client relationships and contribute to Upvest’s business growth and transformation of the retail investment market
Requirements
What you’ll need- 1–3+ years of experience in a sales-related role, ideally within investments, banking, or wealth management, preferably in a B2B environment and working with API-based products
- Alternatively, 1–3+ years of experience at a specialised financial services consultancy, working on IT infrastructure-related projects, ideally within the investment services space
- Experience in investments or securities trading
- Strong interest in software- and infrastructure-as-a-service products (e.g. BaaS)
- Understanding of or eagerness to develop B2B sales methodologies, such as solution/consultative selling
- Practical application of industry best practices
- Demonstrated first leadership skills
- Ability to communicate well with different stakeholder groups
- Strong relationship-building and negotiation skills
- Ability to create trust, handle objections and present compelling pitches
- Hands-on, proactive ownership of complex projects
- Ability to ensure consistent and reliable communication with multiple client and internal stakeholders
- Diligent internal documentation
- Experience selling to banks or wealth managers is beneficial
- Thorough understanding of the investment industry, current trends and competitive landscape is beneficial
- Strong professional network in the investment industry is beneficial
- Preference for candidates located in Berlin / remote Germany
- Fluent in German (C2 or native) is preferred
Benefits
Comp & perks- €20,000 per year for AI tools
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Flexibility to work remotely abroad for up to 183 days a year
- One-month fully paid sabbatical after every 4 years of working at Upvest
- Personal development budget
- Flexible work environment with hubs in Berlin, London or Tallinn
- Hybrid or remote work across Europe, depending on the role
- Home or office work choice and budget
- Competitive, above-market salary
- Employee equity program
- Company-wide events, dinners, offsites and Holiday party
- Inclusive Employee Resources Groups